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Nonprofiteer
← BETHESDA INC

Form 990 for tax year 2023

Filed by BETHESDA INC.

Totals

Total revenue
$21,118,374
Total expenses
$17,707,518
Contributions and grants received
$8,500
Grants paid
$14,628,442
Program services expenses (Part IX)
$16,554,311
Management and general expenses
$1,153,207
Fundraising expenses
$0
Program service expenses (Part III)
$16,554,311

Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PHILLIP COX

    TRUSTEE (END 10/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RANCE DUKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • WILLIAM TSACALIS

    TRUSTEE (END 6/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHLEEN KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JILL MILLER

    PRESIDENT & CEO

    Total calculated
    $460,858
    From this org
    $0
    From related orgs
    $357,358
    Other
    $103,500
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,579 related
    Bonus
    $0 + $88,779 related
    Other
    $0 + $6,000 related
    Deferred
    $0 + $67,635 related
    Nontaxable benefits
    $0 + $35,865 related
    Filer's total
    $0 + $460,858 related

  • DAN MOLINA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JONATHAN NIEMEYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MELISSA THOMASSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHAD REARDON

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CYNTHIA BOOTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BOB COLLINS MD

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • QUINT STUDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DENISE KUPRIONIS

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KRISTINE GARRETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINE KUHNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ERIC KEARNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHY GRIGG

    TRUSTEE (START 7/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROLYN MICHELI

    TRUSTEE (START 7/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SCOTT HENDERSON

    TRUSTEE (END 8/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • THOMAS SHOCKLEY MD

    TRUSTEE (START 7/23)

    Total calculated
    $664,140
    From this org
    $0
    From related orgs
    $589,818
    Other
    $74,322
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,690 related
    Bonus
    $0 + $131,368 related
    Other
    $0 + $6,760 related
    Deferred
    $0 + $57,896 related
    Nontaxable benefits
    $0 + $16,426 related
    Filer's total
    $0 + $664,140 related

  • MICHAEL CROFTON

    ASST. TREASURER

    Total calculated
    $541,535
    From this org
    $0
    From related orgs
    $464,763
    Other
    $76,772
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,643 related
    Bonus
    $0 + $84,701 related
    Other
    $0 + $43,419 related
    Deferred
    $0 + $50,761 related
    Nontaxable benefits
    $0 + $26,011 related
    Filer's total
    $0 + $541,535 related

  • CHARLES CROWTHER

    VP & CHIEF INVEST OFFICER

    Total calculated
    $563,007
    From this org
    $0
    From related orgs
    $474,752
    Other
    $88,255
    Hours/week
    60 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,333 related
    Bonus
    $0 + $96,403 related
    Other
    $0 + $2,016 related
    Deferred
    $0 + $48,940 related
    Nontaxable benefits
    $0 + $39,315 related
    Filer's total
    $0 + $563,007 related

  • STEVE GRACEY

    ASST. SECRETARY

    Total calculated
    $830,534
    From this org
    $0
    From related orgs
    $744,735
    Other
    $85,799
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,042 related
    Bonus
    $0 + $166,459 related
    Other
    $0 + $41,234 related
    Deferred
    $0 + $46,545 related
    Nontaxable benefits
    $0 + $39,254 related
    Filer's total
    $0 + $830,534 related

  • PRADEEP WARIKOO MD

    PHYSICIAN

    Total calculated
    $568,008
    From this org
    $0
    From related orgs
    $500,539
    Other
    $67,469
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $290,303 related
    Bonus
    $0 + $117,105 related
    Other
    $0 + $93,131 related
    Deferred
    $0 + $51,543 related
    Nontaxable benefits
    $0 + $15,926 related
    Filer's total
    $0 + $568,008 related

  • KASEY REYNOLDS MD

    PHYSICIAN

    Total calculated
    $361,174
    From this org
    $0
    From related orgs
    $327,249
    Other
    $33,925
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $241,280 related
    Bonus
    $0 + $47,500 related
    Other
    $0 + $38,469 related
    Deferred
    $0 + $11,629 related
    Nontaxable benefits
    $0 + $22,296 related
    Filer's total
    $0 + $361,174 related

  • ISELA ROBERTSHAW MD

    PHYSICIAN

    Total calculated
    $480,139
    From this org
    $0
    From related orgs
    $403,294
    Other
    $76,845
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $357,100 related
    Bonus
    $0 + $45,500 related
    Other
    $0 + $694 related
    Deferred
    $0 + $46,724 related
    Nontaxable benefits
    $0 + $30,121 related
    Filer's total
    $0 + $480,139 related

  • JENNIFER ZIMMERMAN

    VP STATEGY & CHIEF IMPACT OFFICER

    Total calculated
    $229,863
    From this org
    $0
    From related orgs
    $179,466
    Other
    $50,397
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $150,371 related
    Bonus
    $0 + $28,615 related
    Other
    $0 + $480 related
    Deferred
    $0 + $12,313 related
    Nontaxable benefits
    $0 + $38,084 related
    Filer's total
    $0 + $229,863 related

  • KIANA TRABUE

    VP-STRATEGIC PARTNERSHIPS

    Total calculated
    $207,487
    From this org
    $0
    From related orgs
    $172,602
    Other
    $34,885
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $142,509 related
    Bonus
    $0 + $27,384 related
    Other
    $0 + $2,709 related
    Deferred
    $0 + $9,298 related
    Nontaxable benefits
    $0 + $25,587 related
    Filer's total
    $0 + $207,487 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
ELIGIBLE EXECUTIVES (GENERALLY VICE PRESIDENT AND ABOVE) PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS LISTED IN SCHEDULE J, PART II, RECEIVED A PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WHICH WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 3:
TRIHEALTH, INC., A RELATED ORGANIZATION OF BETHESDA, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.
PART I, LINE 4A:
THE REPORTABLE INDIVIDUALS OF BETHESDA, INC. ARE PAID BY TRIHEALTH, INC., A RELATED ORGANIZATION, RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). TRIHEALTH, INC. HAS A STANDARD EMPLOYEE SEVERANCE PACKAGE. GENERAL SEVERANCE PAY IS BASED ON LENGTH OF SERVICE. IN ADDITION, NOTICE PAY, IF APPLICABLE UNDER TRIHEALTH, INC. POLICY, MAY BE ADDED TO THE SEVERANCE PACKAGE AND THE AMOUNT OF NOTICE PAY WILL BE DETERMINED BY HUMAN RESOURCES IN ACCORDANCE WITH TRIHEALTH, INC. POLICY. PAYMENTS OF SEVERANCE ARE CONDITIONED UPON SIGNING A SEPARATION AND RELEASE AGREEMENT. DURING THE 2023 CALENDAR YEAR, NONE OF THE REPORTABLE INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM TRIHEALTH, INC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349305307

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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